Insurance Coordinator at Mercer Advisors executing insurance coverage tasks and managing policies across product lines. Engaging with clients, brokers, and internal departments for policy management and client service.
About the role
- Assurance Associate II assisting in audits and communicating with leaders and client personnel at BPM. Contributing to audit strategy and maintaining client relationships in assurance engagements.
Responsibilities
- Assist in audits, consult and communicate with leaders and client personnel to complete assurance engagements.
- Be responsible for working with multiple client engagements throughout the year.
- Be responsible for communicating issues that arise during the audit engagement with the support of the engagement manager.
- Contribute to development and execution of audit strategy from planning to reporting.
- Develop and maintain client relationships, thus driving client satisfaction.
- Research, understand and apply complex accounting concepts and auditing procedures.
- Draft financials and report audit findings (both verbal and written).
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
Requirements
- BS/BA degree in Accounting, Finance or related field.
- 2+ years' experience in public accounting, working with clients in a variety of industries.
- Licensed CPA, or in the process of obtaining the CPA.
- Experience auditing complex accounts like inventory, revenue, equity/stock options, etc.
- Excellent oral and written communication skills.
- Strong desire to continuously learn.
- Ability to analyze and prioritize information to make appropriate recommendations.
- Ability to synthesize all forms of research into clear, thoughtful, actionable deliverables.
- Ability to understand client needs, identifies root causes of problems, and implements pragmatic solutions.
Benefits
- Total rewards package: from flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility.
- Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
- Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
- Professional development opportunities: A learning culture with CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University.
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